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Warther Private Wealth’s Lennar Class A LEN Stock Holding History

Warther Private Wealth’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,700
Closed -$466K – 53
2025
Q3 		$466K Sell
3,700
-2,905
-44% -$361K 0.11% 37
2025
Q2 		$731K Sell
6,605
-109,854
-94% -$11.9M 0.19% 32
2025
Q1 		$13.4M Buy
+116,459
New +$14.5M 4.4% 11
2024
Q4 		– Sell
-2,758
Closed -$501K – 87
2024
Q3 		$501K Sell
2,758
-16,869
-86% -$2.83M 0.18% 48
2024
Q2 		$2.85M Sell
19,627
-2,035
-9% -$310K 1.11% 24
2024
Q1 		$3.61M Sell
21,662
-1,601
-7% -$241K 1.61% 20
2023
Q4 		$3.36M Buy
+23,263
New +$2.8M 1.88% 19
2022
Q2 		– Sell
-9,699
Closed -$773K – 119
2022
Q1 		$773K Buy
9,699
+3,958
+69% +$357K 0.5% 57
2021
Q4 		$621K Hold
5,741
– – 0.46% 58
2021
Q3 		$521K Buy
5,741
+1,407
+32% +$139K 0.46% 60
2021
Q2 		$427K Buy
+4,334
New +$419K 0.41% 66

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warther Private Wealth's LEN Position: Q4 2025 in Review

Warther Private Wealth sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 3,700 shares — an estimated $466K sold.

Warther Private Wealth first reported a position in LEN in Q2 2021 and held it in 11 quarters. The position peaked at $13.4M in Q1 2025. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Warther Private Wealth reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Warther Private Wealth sold 3,700 Lennar Class A shares in Q4 2025, an estimated $466K.
  • Warther Private Wealth first reported a position in Lennar Class A in Q2 2021 and held it in 11 quarters.
  • Warther Private Wealth's Lennar Class A position peaked at $13.4M in Q1 2025.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Warther Private Wealth's 13F filing for Q4 2025, filed 18 Feb 2026.